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Focused Stock Research

Individual Investor

Investment portfolio

Focused Stock Research Focused Stock Equity Income

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  • Strategy
    Yield
Sharpe ratio
0.02

365 days

Manager performance
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0.2%

365 days

Risk score

1.5% fee
$30,000 minimum


Portfolio commentary

  1. Covestor managers buy retail stocks despite scary headlines

    10 July 2012

    Covestor managers are still scooping up select retail stocks -- doubling down in some instances-- despite a new landslide of worrying data for the group.

  2. Ignore the market swings and stay focused on value 2 June 2012
  3. Beware of mindless diversification when it comes to stock picking 11 April 2012
  4. Apple and Starbucks are just getting started 20 March 2012
  5. You have to keep it simple 14 February 2012

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.